Saving a Lookup as a Group
After you create a lookup to find contacts, accounts, opportunities, leads or tickets, you may want to save the lookup as a group so you can access it again.
To create a group using a lookup:
- Perform a Lookup from a List view.
- Right-click the Lookup Results tab, and select Save Lookup as Group.
- In the Save Lookup Results as New Group dialog box, specify a descriptive name in the Group Name field.
- Click .